Buckingham Strategic Wealth

  • Investment Advisory Service
1210 Broadcasting Road, Suite 101
Wyomissing, PA 19610
(610) 376-8271
(866) 445-9070 (fax)
Hours:
8:00am-5:00pm

About Us

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a read more
  • About

    We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.

  • Media

  • Whom to Contact

    • Debbie Ackelson
      Client Relationship Specialist
    • Brad Brisan, CFP®
      Associate Wealth Advisor
      1210 Broadcasting Road, Suite 101
      Wyomissing, PA 19610
      Phone: (610) 376-8271
      Fax: (866) 445-9070
    • William A Morgan, CPA/PFS
      Wealth Advisor, Advisory Team Leader
      1210 Broadcasting Road, Suite 101
      Wyomissing, PA 19610
      Phone: (610) 374-4566
      Fax: (610) 374-4546
    • Chiara Sockel Renninger, CFP®
      Wealth Advisor
      1210 Broadcasting Road, Suite 101
      Wyomissing, PA 19610
      Phone: (610) 376-8271
      Fax: (866) 445-9070
    • Matt Spezialetti
      Associate Wealth Advisor
      1210 Broadcasting Road, Suite 101
      Wyomissing, PA 19610
      Phone: (610) 376-8271
      Fax: (866) 445-9070
    • Scott Worley, CFP®
      Wealth Advisor
      1210 Broadcasting Road, Suite 101
      Wyomissing, PA 19610
      Phone: (610) 376-8271
      Fax: (866) 445-9070
  • Directions

    From the Spring Ridge Drive Exit, merge on to Papermill Road. Turn right onto Century Boulevard. Proceed to the top of the hill. Our office is on the first floor of the Herbein + Co building.